Financial Services Marketing

Unlock Growth With Marketing Built for Finance

Master the unique challenge of connecting with and converting financial services customers with our custom marketing plans, then measure the results of every dollar using our omnichannel Polaris IQ data platform. Whether you’re a bank, credit union, investment company, or fintech innovator, Wpromote can help move your revenue up and to the right.

Expertise You Can Trust, ROI You Can Track

Wpromote’s experts come armed with over twenty years of experience working with a wide variety of financial service providers. We combine that industry knowledge with a Challenger Mindset to build marketing strategies that grow your bottom line. In a world of increasing competition, changing regulations, and shifting markets, we’ll help you build the trust you need to drive more deposits, increase loan applications, and bring new products and services to market successfully.

Our teams at QuickBooks and Wpromote converged in a state of trust, respect, and an intrinsic will to push the limits in finding new ways of helping our customers.

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Brad Neelan

Head of Holistic Search, Intuit QuickBooks

Marketing That’s on the Money.

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Strategy Development

We build digital strategies that generate tangible results, incorporating everything from your brand positioning to your competitors’ dynamics into a unified omnichannel plan of attack.

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Compliance Without Compromising

Our compliance experts help you stay in line with regulations as we work together to expand your reach, connect with your audience, and generate leads.

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Targeted Messaging

Build trust with your audience through tailored messaging. We create five-star content that explains complex information and helps establish authority with your customers across content touchpoints.

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Media That Converts

Drive measurable ROI and incremental results with our holistic, full-funnel paid search strategies that meet the customer where they are at every touchpoint.

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Creative That Resonates

Our creative team delivers optimized creative that grabs attention, backed by Polaris IQ’s AI-powered Creative Audit tool, which maximizes the impact of your creative across channels by applying platform-specific best practices.

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Custom Reporting Solutions

As financial services professionals, you’ve got enough spreadsheets, charts, and reports to worry about. With our accessible but robust Polaris IQ reporting platform, you can save time searching for the data you need.

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Compliance without sacrificing customer connection

From expanding memberships to launching new products, Wpromote’s full-funnel approach brings together paid, earned, and owned media through our Polaris IQ platform, giving your team clear visibility into performance and machine learning that continually learns and improves.

Our deep experience with FinServ means every campaign is fully compliant, but we don’t treat compliance as a barrier. It actually pushes us to think more creatively and find smarter ways to drive real impact. By connecting compliance with innovation, we build marketing strategies that stay aligned with your goals and support scalable growth quarter after quarter.

Case Study

Intuit QuickBooks Boosts Performance With a Holistic, Data-Driven Search Strategy

Intuit QuickBooks partnered with Wpromote to reinvent how search data is used by unifying paid and organic insights into a single, holistic strategy. By leveraging first-party lifetime revenue data and aligning user intent to the right product experience, the teams broke down traditional silos and delivered a smoother, more effective customer journey on the SERP. This innovative approach helped QuickBooks connect with high-value customers earlier and more efficiently than ever.

Read the full case study

107%
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Conversion rate

276%
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Non-brand Revenue

Full-Funnel Marketing Services

Move first, move fast, & move with confidence

Get access to comprehensive capabilities without sacrificing flexibility or personalized service.

Work with an integrated team across strategy, media, creative, and data who are already thinking five moves ahead.

Explore all of our capabilities

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Media

Winning solutions that connect brand and performance across paid, earned, and owned channels

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Data

Unique measurement and analytics solutions that zero in on the best next dollar spent and fuel better business decisions

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Creative

Provocative creative that expands the way people experience brands and powers audience connection

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Strategy

Holistic strategy that drives long-term transformative growth

Polaris IQ

Data-Backed Strategy for FinServ

Step out of silos and into the future of FinServ business intelligence. Polaris IQ organizes your critical data on a self-serve, single-source-of-truth platform, featuring AI-powered omnichannel insights to give you an edge on what’s coming next.

Power when you want it.

Take control of your data. With intuitive self-service dashboards and snap-in connectivity to data warehouses and CRMs, Polaris IQ gives your team on-demand access to insights that help you make the smart calls.

Guidance when you need it.

Our people bring unmatched expertise to every FinServ campaign, augmenting human intelligence, creativity, and strategy with industry-leading AI tools through Polaris IQ to accelerate outcomes for your business.

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Frequently Asked Questions

Learn More About Financial Services

We go beyond surface metrics like impressions or clicks. Our reporting connects campaigns directly to business outcomes, whether that’s deposits, loan applications, or member sign-ups. With advanced attribution modeling and real-time dashboards, you’ll see exactly how marketing dollars translate into measurable growth.

We understand the strict regulatory environment in which financial brands operate. Our teams are experienced in building compliant creative, ad copy, and campaigns that meet industry standards without sacrificing performance. We partner closely with your legal and compliance teams to ensure speed, accuracy, and results.

Absolutely. From paid search and programmatic to SEO, social, and influencer strategy, our team builds integrated campaigns that connect every channel. By aligning media with creative and compliance guardrails, we keep your brand message consistent while maximizing reach, engagement, and conversions across the customer journey.

Break the Mold and Drive Financial Growth

Talk to an expert

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